E-Commerce Discovery

General Questions
Your Name
Business Name
Contact E-mail/Phone Number
Do you currently have an e-commerce website for you business?
What platform is the current website on?
What is the URL of your current website?
What type of product(s) will be sold on the website?
Are any of the products a subscription with recurring billing?
Provide details on how subscriptions work
Will you offer coupon codes?
What type(s) of coupons will you offer?
What restrictions are there on coupons?
Common elements are single use coupons, 1 use per customer, unlimited use, cannot be used with other coupons.
Will you sell online gift cards?
Gift cards that are redeemable in the e-commerce store with a special code.
What countries will you sell to?
Will you accept multiple forms of currency?
What forms of currency?
Does the site need to be translated to multiple languages?
What languages?
Will existing user accounts & order history need to be transferred from an existing website?
Roughly how many orders and customers need to be transferred over?
Will products need to be transferred over from an existing site?
Will you be able to fill out a spreadsheet that will contain all product information, SKU or other unique identifiers, pricing, variations, pictures, and additional details?
If you already have a spreadsheet containing your product information, upload it here
Drop files here or

Max. file size: 2 MB, Max. files: 5.

Inventory
Are there any outside systems/ERPs that the website has to connect to for product or inventory information?
What are the systems and how do they work with the website?
Who will manage inventory on the website?
Will you use the website to keep track of stock?
If an item is out of stock, do you allow backorders?
If an item is out of stock, should it be displayed on the website as “out of stock”, or removed from the shop entirely?
Who will be responsible for adding new products to the website?

Shop Page
What attributes do you want customers to be able to filter products by?
This likely is related to attributes each product may have. Things like size, color, price, on sale, average review, and other product-specific attributes.
Do you want the ability to let customers select multiple products and bring up a side-by-side “Compare” view?

Products
How many products will be sold on the website?
What different categories do you have for products?
What are the different product attributes/options that products can have?
Things like color, size, variation type, etc.
Do you offer protection/warranty plans for any products?
How will warranties be managed?
Will the website process warranty information, or is this something that they simply purchase on the website and is then managed by you outside of the site?
What additional information about products must be included/displayed on the product page?
Additional specifications, special information, third-party virtual tours, etc.
Do you want a section for “Items You May Like” that shows related products?
Do you want to sell related accessories on the same page as the product page?
Will users be able to rate & leave reviews for products?
Will any products have a “call for pricing/availability” component?
How will this work?

Checkout
Is there any specific way that the checkout process should be designed?
Beyond shipping & billing address, is there any additional information that should be collected on the checkout page?

Shipping/Taxes
What are the shipping options/restrictions for products?
Are there conditional shipping rules for product types, categories, geolocations, etc?
What different shipping methods do you offer (flat rate, local delivery, local pickup, etc.)?
Are there specific rules attached to any of these shipping methods (ie. schedule delivery/pickup dates & times)?
Do you have a UPS or FedEx account that you want to automatically connect to and pull shipping rates from?
Will you manage fulfillment yourself, or does the website need to connect to a fulfillment provider?
Will you charge for taxes? What tax rules do we need to take into account?

User Accounts
Will users be able to have their own account/login?
Is there anything special that needs to be saved to a customer's account beyond basic order information/history & shipping/billing address details?

Backend & Order Management
The default notification for new orders is an email, is this acceptable?
How do you need to be notified of new orders?
Will you use the website to manage the status of orders (ie. change orders from Processing to Complete when an order has been shipped out)?
What different statuses will orders have & need to be managed by? (default is Processing, Completed, Cancelled, Refunded)
Do you need the ability to bulk print invoices from completed orders?
Is there any specific information that must be included on invoices beyond the basic order information?
Is there any specific way you need orders to appear in the backend of the site?
What specific way do you need orders to appear?
In what ways will you need to filter order information by?
Do you have any special analytics requirements in pulling financial/order reports?

Marketing Automation
Do you want to have automated marketing to follow up on abandoned carts?
Will you collect emails and feed them into a platform for additional marketing automation?
What systems will be used for this?

Wholesale
Will you offer special wholesale/bulk pricing for select accounts?
Will wholesale orders be processed (paid for) through the website?
Are there different levels of wholesale accounts with different pricing tiers?
Will specific single wholesale accounts get their own unique pricing structure?
What other wholesale features must the site include?
Will wholesale pricing be displayed on the website, or will there be a “call for pricing” element to any wholesale products?

General Questions